Youdao Inc. - ADRDAO
13F holders, Q4 2025 (December 31)31holders −3
3new positions
6sold out
1famous investor
$10.08avg. 13F price*
At the end of Q4 2025, 31 institutions reported holding Youdao Inc. - ADR (DAO) in their 13F filings, down 3 from Q3 2025. 3 opened new positions and 6 sold out. The largest holders were Orbis Allan Gray Ltd ($70.0M), NetEase, Inc. ($29.2M) and Vanguard Group Inc. ($10.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Youdao Inc. - ADR
- CUSIP
- 98741T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6K |
| Exits | 6 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 89,392 shares bought and 600,359 shares sold, net −510,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Orbis Allan Gray Ltd | 0.29% | Reduce -4.6% | 6,943,858 | $70.0M |
| NetEase, Inc. | 6.76% | No change | 2,898,293 | $29.2M |
| Vanguard Group Inc. | 0.00% | Add +2.7% | 1,040,574 | $10.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -15.5% | 431,966 | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -3.7% | 243,446 | $2.5M |
| Gsa Capital Partners LLP | 0.06% | Add +261.0% | 73,111 | $737K |
| Renaissance Technologies | 0.00% | Reduce -9.8% | 62,000 | $625K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.9% | 57,838 | $583K |
| Marshall Wace, LLP | 0.00% | Reduce -2.6% | 38,387 | $387K |
| California Public Employees Retirement System | 0.00% | Reduce -0.6% | 37,087 | $374K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 29,286 | $295K |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 27,797 | $280K |
| Morgan Stanley | 0.00% | Add +0.6% | 23,546 | $237K |
| UBS Group AG | 0.00% | Add +108.3% | 14,877 | $150K |
| Vident Advisory, LLC | 0.00% | Reduce -14.8% | 10,794 | $109K |
| Bank of America Corp. | 0.00% | Add +9.0% | 6,352 | $64K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 2,535 | $26K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $20K |
| Rhumbline Advisers | 0.00% | Reduce -8.2% | 1,019 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.8% | 913 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +20.0% | 576 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 509 | $5K |
| Group One Trading LLC | 0.00% | Reduce -93.7% | 123 | $1K |
| Royal Bank of Canada | 0.00% | Add +50.0% | 96 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 87 | $877 |
| CoreCap Advisors, LLC | 0.00% | No change | 61 | $615 |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $504 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.2% | 30 | $302 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -95.1% | 2 | $20 |
| Osaic Holdings, Inc. | 0.00% | No change | 1 | $10 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $10 |
"% of holder's portfolio" is DAO's weight in each manager's 13F, not the share of Youdao Inc. - ADR the manager owns.